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💼 Firm Pricing

Dayanne avatar
Written by Dayanne
Updated over 3 months ago

In this table, there are all of the default pricing of each package. In order to modify these packages, you can select the pencil on the right side of each package.

Modifying a package:

Once you have clicked on the pencil, you will be presented with 6 questions in the top left which are used for recommending the package when a client fills out the survey. To the far right, you can see all of the features that are included in the package. You can remove the features and add to them under the Add Features location on the bottom left. You will also find that you can create your own line items.

Once you have all of the line items added, you can click on the “Continue” button on the bottom right to modify the pricing.

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